Congress Wealth Management LLC Ishares Msci Europe Financials Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Europe Financials stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,216,098 shares of EUFN stock, worth $30.3 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

1,216,098

Previous 1,230,375 1.16%

Holding current value

$30.3 Million

Previous $28 Million 2.81%

% of portfolio

0.44%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$21.59 - $24.25 $308,240 - $346,217	-14,277 Reduced 1.16%	1,216,098 $27.2 Million
Q1 2024 Apr 18, 2024	BUY	$20.08 - $22.78 $334,472 - $379,446	16,657 Added 1.37%	1,230,375 $28 Million
Q4 2023 Feb 09, 2024	BUY	$17.89 - $21.13 $86,015 - $101,593	4,808 Added 0.4%	1,213,718 $25.4 Million
Q3 2023 Oct 30, 2023	BUY	$18.56 - $20.19 $190,759 - $207,512	10,278 Added 0.86%	1,208,910 $22.9 Million
Q2 2023 Jul 13, 2023	BUY	$18.51 - $19.92 $293,235 - $315,572	15,842 Added 1.34%	1,198,632 $23 Million
Q1 2023 Apr 14, 2023	BUY	$17.38 - $20.21 $20.6 Million - $23.9 Million	1,182,790 New	1,182,790 $22.1 Million

Others Institutions Holding EUFN

# of Institutions

127

Shares Held

50.9M

Call Options Held

3.3K

Put Options Held

280K

View Full List

About ISHARES MSCI EUROPE FINANCIALS

Ticker EUFN
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Msci Europe Financials Transaction History